Each team member can be assigned a Role in the Info tab of their profile. Every Role in use is available from the drop-down for quick assignments. If the role has a default rate assigned, it will be displayed next to it.

A person's role can be updated in the Info tab of their profile. If a new role has a role rate assigned to it, the person's cost and bill rates will be updated as well.

If you want to update the Role for several team members, you can use the bulk edit function on the People page.

Once Roles have been assigned to all team members, it is easy to find the right person for the job by searching for a specific Role on your Schedule or Project plan.

​You can also sort your team by Roles alphabetically.

📝Note: Align the Roles you use in Float and update any internal governance documentation so your resource managers know which Roles to filter by.
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The Account Owner and the Admins can see an overview of all the roles on the Roles page within the Team settings. This is where roles can be added, edited, or deleted.

In the People column, you can see how many people (both active and archived) have a specific role assigned. Clicking on the number will take you to a filtered view of the People page.

Role Rates are default bill and cost rates that you can assign to specific roles within your team. These rates automatically apply when team members are assigned to new projects.

While Role Rates provide a convenient default, you also have the flexibility to customize cost and bill rates at different levels:

📝Note: Changes to Role Rates will not impact existing projects; they will only apply to new projects created after the rate adjustments. Updating Role Rates does not alter any existing custom rates set for People, Projects, or Phases.
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Setting default Role Rates makes it easier for Account Owners and Admins to manage rate adjustments, such as annual increases. These changes seamlessly apply to all team members with assigned roles, except where individual rates have been set at the Personal level.
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You can assess your team's performance based on their designated roles by checking the Roles tab in the People view of the Report page.

💡 Here's a tip: The Roles tab lists all the roles you've assigned to your team members and provides critical information about the total capacity for a selected period, enabling you to perform a thorough analysis and make strategic decisions. For instance, if you notice significant overtime being logged for a particular role, the Roles tab allows you to drill down and investigate further. You can ascertain whether a single team member is consistently logging overtime or if the role itself is over-scheduled. If it's an individual consistently working overtime, consider splitting their work with other teammates with the same or similar role, starting a recruitment process to alleviate their workload, or engaging freelancers to assist.
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By examining upcoming weeks or months, you can determine the total capacity allocated to various roles, how much of it has already been scheduled, and whether it's billable or non-billable. Based on that, you can make well-informed decisions regarding scheduling, ensuring efficient resource allocation and cost-effectiveness.